NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Motilal Oswal Active Momentum Fund - Dir (G)	Motilal Oswal Special Opportunities Fund - Dir (G)
Fund Type	Equity	Equity
Risk	Very High	Very High
Min SIP Amount	₹21	₹21
Min Lumpsum	₹500	₹500
Expense Ratio	3.04%	2.86%
NAV	₹14.36 (11 Nov 2026)	₹12.79 (11 Nov 2026)
Fund Size	₹1,473.41 Cr	₹120.18 Cr
Fund Started	17 Mar 2025	14 Aug 2025
Lock-in Period	No lock-in	No lock-in
Exit Load	1%If redeemed on or before 90 days from the date of allotment NilIf redeemed after 90 days from the date of allotment

Returns	Motilal Oswal Active Momentum Fund - Dir (G)	Motilal Oswal Special Opportunities Fund - Dir (G)
1M	-3.95%	0.07%
3M	0.33%	2.96%
6M	8.97%	10.16%
1Y	16.91%	18.05%
3Y	—	—
5Y	—	—
Since Inception	22.90%	20.22%

Trailing risk-adjusted performance measures

Risk Ratio	Motilal Oswal Active Momentum Fund - Dir (G)	Motilal Oswal Special Opportunities Fund - Dir (G)
Alpha	19.16	17.57
Beta	1.02	1.06
Sharpe	0.85	0.54
Standard Deviation	5.79	6.04

Holding Analysis	Motilal Oswal Active Momentum Fund - Dir (G)	Motilal Oswal Special Opportunities Fund - Dir (G)
Top 5 Holdings	24.61%	27.01%
Top 10 Holdings	43.77%	49.05%
Portfolio Turnover	2.53	1.66
Equity	97.02%	89.35%
Debt	0.80%	5.24%
Cash	—	—

Name	Assets
Sky Gold & Diamonds...Equity	6.14%
Diamond Power Infra...Equity	5.73%
Garware Hi Tech Fil...Equity	4.42%
MTAR Technologies LtdEquity	4.17%
One 97 Communicatio...Equity	4.15%
Sterlite Technologi...Equity	4.06%
Kalyan Jewellers In...Equity	3.92%
Cemindia Projects LtdEquity	3.78%
Aditya Infotech LtdEquity	3.71%
Atlanta Electricals...Equity	3.69%

Name	Assets

Fund Manager	Motilal Oswal Active Momentum Fund - Dir (G)	Motilal Oswal Special Opportunities Fund - Dir (G)
Name	, , , ,

About	Motilal Oswal Active Momentum Fund - Dir (G)	Motilal Oswal Special Opportunities Fund - Dir (G)
AMC	Motilal Oswal Mutual Fund	Motilal Oswal Mutual Fund
Scheme Category	Thematic Fund	Thematic Fund
Benchmark	Nifty 500 TRI	Nifty 500 TRI
Launch Date	24 Feb 2025	25 Jul 2025

Diamond Power Infra...Equity	6.59%
Net CA & OthersNet CA & Others	5.38%
TREPSReverse Repo	5.24%
Aditya Infotech LtdEquity	5.07%
PTC Industries LtdEquity	4.73%
Samvardhana Mothers...Equity	4.66%
Zetwerk Manufacturi...Equity	4.49%
Lohia Corp LtdEquity	4.45%
Lumino Industries LtdEquity	4.39%
Kalyan Jewellers In...Equity	4.05%